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Патент USA US2124953

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July 26, 1938.
A. H. OELKERS
7
2,124,953
ROLLER BEARING
Filed Dec. so, 195:
.
2 Sheets-Sheet
l
Inventor
_
défredH 0
7T6
Patented July 26, 1938
UNITED STATES PATENT OFFICE
2,124,953
ROLLER BEARING
Alfred H. Oelkers, Chicago, Ill., assignor to Amer
ican Steel Foundries, Chicago, Ill, a corporation
of New Jersey
- Application December 30, 1933, Serial No. 704,617
16 Claims. .(Cll. 295-36)
This invention pertains to wheel and axle as- ‘ one direction, the ?anges on one end of the box
semblies.
will wear out while those on the other end re
During development and service experience main serviceable. For this reason a reversible
with roller bearing units under heavy railroad box that can be removed from the truck and
5 equipment, it was learned that long bearing life . turned end for end has been provided, thereby 5
and reliability of service is largely dependent on permitting such reversal when the pedestal
the load carrying capacity of the bearing. Great ?anges on one side are worn. After the box is
load carrying capacity in an anti-friction bearing reversed and the pedestal ?anges on the other
is obtained by employing rollers of large diameter
10 and of considerable length. .It is also very important that the load imposed on the individual
rollers be evenly distributed over the entire length
of contact between the rollers and the raceways,
and that no concentration of stress occur at any
15 point. .
_
-
In the roller bearing units herein disclosed, the
inner axle on which the inner race of the bearing
is mounted is supported by the race of rollers
within the hub of the wheel and this axle is
20 loaded by the journal boxes or truck side frames
considerably outward of the bearing. This supporting function of the axle causes it to bend
slightly in proportion to the load carried, and
during operation whipping of the inner axle oc25 curs whereby compensation at the bearing must
be made. There are,’ therefore, ‘these loads as
well as vertical and lateral to be taken by the
bearing.
When carrying heavy loads and employing a
30 hearing of su?icient capacity, it has been found
desirable to mount the cone or inner raceway of
the bearing on a spherically shaped mounting
end are brought into- contact, the box can be
utilized without repairs until the second ?anges 10
are similarly worn to the limit.
It is therefore an object of this invention to
provide a wheel and axle assembly having a
roller bearing of large capacity in which one of
the race rings is mounted on' a sleeve of anti- 15
friction metal.
Another object is to provide a wheel and axle
assembly wherein anti-friction bearings are pro
vided which have a sliding ?t on the inner axle
of the assembly wherein the bearings are locked 20
thereon by a shrink collar, permitting dismantling
of the inner axle, bearing cone, rollers and cage
without tools after the shrunk-on collar is re
moved.
I
Still another object is to provide a simple jour- 25 i
nal box for a wheel and axle assembly, which
'
journal box isreversible.
Yet another object is to provide a lubricant
containing friction bearing having cooperative
engagement with one of the axles of a wheel and 30'
axle assembly and with the journal box.
\
A further object is to provide a journal box have
sleeve, thereby permitting the axle to bend or- ing sliding cooperation with the pedestal jaws
de?ect to a considerable degree without forcing
the inner raceway of the roller bearing out of
alignment with the rollers.
It has also developed that this mounting sleeve
may be made slightly larger than the axle on
which it ?ts, that is, with a sliding ?t on the
40 axle, provided the sleeve is made of bronze, Monel
metal or manganese bronze, or other anti-friction
metal which does not abrade when mounted onto
the steel axle. This mounting sleeve, having a
sliding ?t on the axle, can be moved into position
45 or withdrawn from the axle by hand, thereby ob-
on the associated side frame wherein the journal
box provides lubricant between the journal box 35
and said jaws.
‘A still further object is to provide inner axles
for roller bearing units having a shrunk-‘on collar
holding the roller bearing in adjustment on the
inner end of the collar and receiving lateral thrust
on the outer end of the collar directly from' a
bearing surrounding the journal end of the axle
and- ?tting into the journal box.
,
With, these and various other objects in view,
the invention may consist of certain novel fea- 45
Viating the need for pressing machines and special
tures ‘ of construction and operation as will be
tools which have heretofore been necessary when
mounting a bearing of this size on axles or shafts.
more fully described and particularly pointed out‘
in the speci?cation, drawings and claims ap
In the operation of roller bearing units in rail-
pended hereto. '
_
~
50 way cars equipped with trucks of the pedestal type
having journal boxes which are equipped with
pedestal ?anges transmitting the» lateral forces
from the truck to the axle, it has been found that
when the journal box is arranged so that the
In the drawings, which illustrate embodiments 50
of the device and wherein like reference charac
ters are used to designate like parts—
4
Figure 1 is a fragmentary transverse sectional
elevation through one form of wheel and axle as
55' lateral thrust is transmitted to the axle in only
sembly embodying the invention;
55
2,124,953
2
Figure¢2 is a fragmentary sectional elevation of
a modi?ed form of wheel and axle assembly em
bodying the invention;
lateral thrust takes place. The bearing is also
provided with a side guide portion ‘I3 adapted to
be guided against too much play with respect to
Figure 3 is an end elevation partly in section
showing the reversible journal box in associated
relation with the journal end of the wheel and
axle assembly and its associated bearing.
This application is a continuation-in-part of
application Serial No. 694,020, ?led October 18,
10 1933; and of. application Serial No. 528,548, filed
April 8, 1931.
'
the journal box by the journal box lugs 15 which
are widened portions of the ribs ‘I1. Thus thrust
longitudinally of the truck is transmitted between
the lugs 15 and the portion 13.
A similar construction of the cylindrical bear
ing 16 shown in Figure 2 is followed, that is,
the bearing is provided with the ?ange ‘I8 corre 10
Y
In the wheel and axle assemblies illustrated,
the assemblies consist essentially of an outer axle
or casing III ?ared adjacent the end thereof to
provide a lubricant recess I2, the end of said axle
15 being provided with the wheel receiving hub por
tion I4 for receiving the hub I6 of the wheel I8,
the position of the hub being limited by the up
wardly extending ?ange or shoulder 20. The end
of said axle is provided with the bearing recess 22
20
for receiving the outer race 24 of the anti-friction
sponding to the flange 10. In this case the shrink
collar 80 abuts the mounting sleeve 40, said shrink
collar being provided with the upwardly extend
ing rib 82 embraced by the spaced ribs 84 and 86
of the cover plate 88. The ba?le plate 90 overlies 15
the lubricant channel 92, said ba?le plate being
provided on the shrink collar. Baille rings 94 and
96 are provided on the shrink collars 80 and 46
bearing assemblies 26.
The anti-friction rollers 28 are of frusto
conical shape having a line contact with the
outer racering and terminating at their outer
25 enlarged ‘ends with the smaller frusto-conical
thrust surface 30 having cooperative engagement
with the thrust shoulder 32 formed on the outer
racering for accommodating end thrust from the
anti-friction bearing.
The bearing has a line
(Figures 2 and 1) respectively, whereby ingress
20
of dirt and egress of lubricant is prevented.
In each modi?cation the outer'end of the jour
nal bearing is cup shaped to provide a lubricant
cavity 98, the end of the bearing being provided
with the threaded plug I00 secured in position by
the seal I02 secured to the retainer I04 provided 25
on the bearing. The plug Hill is disposed oppo
site the lubricant port or channel I06 provided
in the inner axles 44 whereby introduction of
lubricant through a squirt gun is permitted to
lubricate the anti-friction bearings through the 30
oil port I08 which communicates with the lubri
contact with the inner racering 34, which racering
recess I2. with this construction any over
is provided with the inner cylindrical surface 36 cant
?ow of lubricant is retained in the journal bear
having bearing engagement with the comple
mentary cylindrical surface 38 provided on the - ing for permitting gradual lubrication between 35
inner mounting sleeve 40, said mounting sleeve the journal bearing and the journal end of the
.being preferably formed of anti-friction metal. inner axle.
The journal box 12 illustrated in Figure 1 and
By forming the mountingsleeve 40 of anti-fric
40
tion metal, said bearing sleeve may be made of
larger diameter than the bearing portion 42 ‘of
the inner axle 44 so that it may be applied'thereto
the journal box llll shown in Figure 2 are re
without the use of tools. I
equalizer or spring seat II4 on which the load
of the car is carried, and being symmetrical in
In the construction illustrated in Figure I, the
mounting sleeve 40 is locked in position by means
of the shrink collar 46, the baffle ring 48 being
secured between said mounting sleeve and shrink
45 collar and overlying the lubricant channel 50
formed between the plate 52 and the closure plate
54, said closure plate being retained in position
by means of the cap screws 56 and the ring plate
58, the inward position of the bearing assembly
being de?ned by the shoulder 60 provided on the
outer axle against which the outer racering abuts.
By tightening the cap screws the cover plate may
be made to force the outer racering inwardly and
serve as an auxiliary securing means therefor.
Rotation of the outer axle rotates the cover
plate, the outer racering and the rollers, move
ment of the rollers being aided by means of the
cage 62 formed to retain the rollers, that is, the
60 inner diameter of the cage is larger than the pitch
diameter of the rollers, the outer end of the cage
being provided with the shoulder 64 disposed
adjacent the shoulder 32 whereby rotation of the
versible, being symmetrical about the transverse
center line, said journal b'oxes being provided
40
with the pedestal engaging ?anges H2 and the
shape about the transverse center line, the jour- '
nal box may be reversed after excessive wear on 45
one of the ?anges.
In the construction illustrated in Figure 1, the
journal bearing 68 is provided with the convexed
upper surface I I6, while in the construction illus
trated in Figure 2 the journal cooperating surface 50
H8 of the journal box is. made convex in shape,
permitting rocking between the inner axle and
the journal box, thereby preventing the concen
tration of weight on either end. The journal
boxes are formed so that the upper inner walls 55
I I6 in Figure 1, and I I8 in Figure 2, and the adja
cent walls I20 on each side of said ?rst named
walls, are of such shape and proportion that they
permit interchangeably the use of the cup shaped
journal bearing or the conventional journal brass
used by the American Railway Association which
makes contact with only the upper part of the
journal hearing.
outer racering causes rotation of the cage and
The journal boxes are also provided with the
cavities I22, the tops of which are closed by some
rollera, .
means such as a thin welded-on plate I24 the
The outer journal end 66 of the inner substan
tially non-rotatable axle 44 is engaged by the
cup-shaped or cylindrical bearing sleeve 68. The
bearing 68 has a loose sliding ?t on the journal
end of the axle and is provided with the ?ange 10
on the inner end thereof against which the upper
part of the reversible journal box 12 is forced
when lateral thrust is transmitted from the car
to the wheels, the ?ange ‘Ill making contact with
the outer end‘ of the shrink collar 46 when such
lower portions of which have drilled holes I26
making an opening on the face of the box which
?ts againstthe truck pedestals. Thus the cavi
ties I22 may be ?lled with wool and lubricating 70
oil the drainage of which through channels I26
will maintain the pedestal surfaces lubricated
over an extended period of time.
In the normal operation of a roller bearing the
inner axle is substantially stationary except for 75
2,124,953
creepage which takes place between the bearing
sleeve on the journal end of the inner axles.
The
lubricant chamber 98 is preferably ?lled. with
grease or heavy oil which is non-?uid at atmos
pheric temperatures. In case the roller bearing
becomes defective or heated to such an extent
that it binds the axles, then the inner axle rotates
with respect to the bearing sleeve and melts and
draws on the lubricant stored in the cavity 98,
10 thereby permitting safe procedure of the vehicle
to a terminal where repairs can be made.
As a
further emergency construction, the box may be
jacked up with respect to the axle to clear the
lug l8, and the bearing sleeve 16 replaced by a
15 standard brass or journal, in which case lubri
cant and waste may be inserted in the box be
tween the ribs 11 for‘ proper lubrication of the
friction assembly formed.
_
It is to be understood that I do not wish to be
20 limited by the exact embodiments of the device
shown, which are merely by way of illustration
and not limitation, as various and other forms of
the device will of course be apparent to those
skilled in the art without departing from the
spirit of the invention or the scope of the claims.
I claim:
3 .
posed above the axle and ?anges having sliding
cooperation with said pedestals.
_
5. In combination, a truck frame member hav
ing pedestals, a normally non-rotative axle, jour
nal means for said axlehsaid journal means in
cluding a substantiallycylindrical friction bear
ing sleeve enclosing the end of and closely ?tting
said axle and being spaced therefrom to provide
a lubricant recess to supply lubricant to said axle
upon rotation thereof, a ‘reversible journal box
rockably associated with said bearing sleeve, said
journal box being provided with a seat disposed
above the axle and ?anges having sliding co
operation with said pedestals, and means between‘
said bearing sleeve and journal box.
15
6. In combination, a truck frame member hav
ing pedestals, a normally non-rotative axle, jour
nal means for said axle, said journal means in
cluding a substantially cylindrical friction hear
ing sleeve enclosing the end of and closely ?tting 20
said axle, said bearing sleeve being slidably
mounted on and spaced from said axle to provide
a lubricant recess to supply lubricant to said axle
upon rotation thereof, and a reversible journal
box rockably associated with said bearing sleeve, 25
1. In a wheel and axle assembly, the combina- , posed above the axle and ?anges having sliding
tion ‘of radially spaced axles, a wheel mounted on cooperation with said pedestals.
the outer of said axles, an anti-friction bearing
7. In combination, a truck frame member hav
30 assembly disposed between said axles. a substan
tially cylindrical bearing sleeve slidably mounted ing pedestals, a normally non-rotative axle, jour 30
on and closely ?tting over the journal end of the
inner of said axles and being spaced from the
end thereof to provide a lubricant recess, and a
85 journal box mounted on said bearing sleeve and
being provided with a seat disposed above said
inner axle, said sleeve cooperating with said bear
ing assembly and said journal box for transmit
ting end thrust therebetween.
40
2. In a wheel and axle assembly, the combina
tion of radially spaced axles, a wheel mounted on
the outer of said axles, an anti-friction bearing
assembly disposed between said axles, said assem
said journal box being provided with a seat dis
nal means for said axle, said journal means in
cluding a substantially cylindrical friction bear
ing sleeve enclosing the end of and closely ?tting
said axle, said bearing sleeve being slidably
mounted on and spaced from said axle to provide 35
a lubricant recess to supply lubricant to said axle
upon rotation thereof, a reversible journal box
rockably associated with said bearing sleeve, said '
journal box being provided with a seat disposed
above the axle and ?anges having sliding co 40
operation with said pedestals, and means between
said bearing sleeve and journal box for prevent
bly including a collar shrunk on the inner of said ing relative angling therebetween.
8. In combination, a truck frame member hav
45 axles, a substantially cylindrical bearing sleeve
slidably mounted on and closely ?tting over the , ing pedestals, a normally non-rotative axle, Jour 45
journal end of the inner of said axles and being‘ nal means for said axle, said journal means in
cluding a substantially cylindrical friction bear
spaced from-the end thereof to provide a rubri
cant recess, and a journal box mounted on said ing sleeve enclosing the end of and closely ?tting
said axle and being spaced therefrom to provide
60 bearing sleeve and being provided with a seat dis
a lubricant recess to supply lubricant to said axle
posed above said inner axle‘, said sleeve cooperat
50
‘using’ with said collar and said journal box for upon rotation thereof, and a reversible journal
transmitting end thrust therebetween.
3. In combination, a truck frame member hav
ing pedestals, a normally non-rotatlve axle, jour
nal means for said axle, said journal means in
cluding a substantially cylindrical friction hear
ing sleeve enclosing the end of and closely ?tting
said axle and being spaced therefrom to provide
a lubricant recess to supply lubricant to said axle
upon rotation thereof, and a reversible journal
box associated with said bearing sleeve, said jour
nal box being provided with a seat disposed above
the axle and ?anges having sliding cooperation
65 with said pedestals.
4. In combination, a truck frame member hav
ing pedestals,,a normally non-rotative axle, jour
nal means for said axle, said journal means in-.
cluding a substantially cylindrical friction bear
70 ing sleeve enclosing the end of and closely ?tting
said axle and being spaced therefrom to provide
a lubricant recess to supply lubricant to said axle
upon rotation thereof, and a reversible journal
box rockably associated with said bearing sleeve,
said journal box being provided with a seat dis
box rockably associated with said bearing sleeve
and’so proportioned as to selectively accommo
date the standard bearing, said journal box being
provided with a seat disposed above the axle and
?anges having sliding cooperation with said ped 55
estals.
9. In a wheel and axle assembly, the combina- -
tion of radially spaced axles, a wheel mounted
on the outer of said axles, an anti-friction bear 60
ing assembly disposed between said axles, a sub
stantially cylindrical bearing sleeve closed at one
end and slidably mounted on and closely ?tting
the journal end of the inner of said axles and
extending around the circumference thereof, and 65
a journal member mounted on said bearing sleeve,
said sleeve cooperating with said bearing assem
bly entirely around the end thereof and with said
journal member for transmitting end thrust
therebetween.
10. In a wheel and axle assembly, the combina
tion of radially spaced axles, a wheel mounted
on the outer of said axles, an anti-friction hear
70
ing assembly disposed between said axles, said
_ assembly including a collar shrunk on the inner
75
2,124,953
4
of said axles, a substantially cylindrical bearing
sleeve closed at one end and slidably mounted on
and closely ?tting the journal'end of the inner
of said axles and extending around the circum
ference thereof, and a journal member mounted
on said bearing sleeve, said sleeve cooperating
with said collar entirely around the end thereof
and with said journal member for transmitting
end thrust therebetween.
10
11. In a wheel and axle assembly, the combina
tion of radially spaced axles, a wheel mounted on
the outer of said axles, an anti-friction bearing
assembly disposed between said axles, said as-‘
sembly including a mounting sleeve of larger di
ameter than said inner axle and being mounted
thereon, a collar shrunk on said inner axle and
normally abutting said mounting sleeve, abear
ing sleeve having a substantially cylindrical open
ing closed at one end and closely embracing the
20 end portion of said inner axle, and a journal
member mounted on said bearing sleeve, said
bearing sleeve cooperating with said journal mem
ber and being disposed in cooperative relation
entirely around the end of said collar for trans
mitting end thrust between said inner axle and
journal without displacement of said mounting
sleeve.
12. In a wheel and axle assembly, the combina
tion of radially spaced axles, a wheel mounted on
30 the outer of said axles, an anti-friction bearing
assembly disposed between said axles, said as-,
sembly including a mounting sleeve of larger di
said assembly, said means including a bearing
sleeve closely embracing the end portion of said
inner axle and enclosing the end thereof to pro
vide a lubricant recess to supply lubricant to said
inner axle upon rotation thereof, and a lubricant
duct extending between said recesses.
14. In a wheel and axle assembly, the combina
tion of radially spaced axles, a wheel mounted on
the outer of said axles, an ‘anti-friction bearing
assembly disposed between said axles, a lubri 10
cant recess formed between said axles, journal
means for said inner axle disposed outwardly of
said assembly, said means including a bearing
sleeve closely embracing the end portion of said
inner axle and enclosing the end thereof to pro-. 15
vide a lubricant recess to supply lubricant to said
inner axle upon rotation thereof, a lubricant duct
extending between said recesses, and closure
means for gaining access to one of said recesses
and said lubricant duct.
20
15. In a wheel and axle assembly, the combina
tion of radially spaced axles, a wheel mounted on
the outer of said axles, an anti-friction bearing
assembly disposed between said axles, a lubri
cant recess formed between said axles, journal 25
means for said inner axle disposed outwardly of
said‘ assembly, said means including a bearing
sleeve closely embracing the end portion of said ,
inner axle and enclosing the end thereof to pro
vide a lubricant recess to supply lubricant to said 30
inner axle upon rotation thereof, and a lubricant
duct formed in said inner axle communicating
said recesses.
ameter than said inner axle and being mounted - with
16. In a wheel and axle assembly, the combina
thereon, means for maintaining said mounting
sleeve in operative position, a bearing sleeve hav
ing a substantially cylindrical opening closed at
tion of radially spaced axles, a wheel mounted on
the outer of said axles, an anti-friction bearing
assembly disposed between said axles, a lubri
one end and closely embracing the end portion ‘
cant recess formed between said axles, journal
of said inner axle, and a journal member mounted means for said inner axle disposed outwardly of
on said bearing sleeve,v said bearing sleeve co
said assembly, said means including a bearing 40
40 operating with said journal member and being
disposed to cooperate entirely around the end
thereof with said means for transmitting end
thrust between said inner axle and journal with
out displacement of said mounting sleeve.
45
13. In a wheel and axle assembly, the combina
tion of radially spaced axles, a wheel mounted on
the outer of said axles, an anti-friction bearing
assembly disposed between said axles, a lubri
cant recess formed between said axles, journal
means for said inner axle disposed outwardly of
sleeve closely embracing the end portion of said
inner axle and enclosing the end thereof to pro
vide a lubricant recess to supply lubricant to said
inner axle upon rotation thereof, a lubricant duct
formed in said inner axle communicating with 45
said recesses, and removable closure means asso
ciated with said sleeve for gaining access to the
recess therein and said duct.‘
ALFRED H. OELKERS.
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